Our Resources
Our clients enjoy access to a wealth of our continuously updated insights and educational resources. As a trusted, go-to voice in the industry, we also publish some of our findings and perspectives for everyone’s benefit. From articles to podcasts to videos, see our latest below.
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November 18, 2024
Connects Quarterly Webinar: Q4 2024
Our thought leaders share their perspectives on the 2024 election, markets, the economic outlook, and planning opportunities in the months ahead.
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April 19, 2024
Focus Connects Quarterly Webinar: April 2024
Our thought leaders share their perspectives on markets, the economic outlook, planning opportunities for 2024 and the upcoming election.
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April 02, 2024
5 Steps to a Less-Taxing Retirement
In this interactive webinar, Focus’s Chief Planning Officer Jeffrey Levine shares five strategies to empower those preparing for retirement.
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March 05, 2024
5 Common Questions When Buying a Home
In this webinar, Focus’s Chief Planning Officer Jeffrey Levine will discuss what to consider when deciding if you are ready to buy a new home this year.
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February 27, 2024
Cybersecurity: How to Be Your Own Best Defense
Defending yourself from cybercriminals and fraudsters requires little knowledge of computers, software or apps. Instead, making small behavioral changes in your interaction with technology can have a big impact on safeguarding your private information.
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February 27, 2024
Focus Connects Quarterly Webinar: February 2024
Our thought leaders provide their outlook for the year, market performance, planning opportunities and strategies for 2024.
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January 31, 2024
The Science of Financial Success
In this interactive webinar, Chief Investment Officer Kevin Grogan, CFA, CFP® shared how Focus incorporates the power of diversification, thoughtful bond portfolio construction, alternative investments and other strategies to create personalized portfolios for every client.
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December 20, 2023
Focus Connects Quarterly Webinar: December 2023
Our thought leaders provide an outlook for next year, discuss the potential impact of the presidential election and share planning strategies to consider in 2024 and beyond.
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November 21, 2023
Key Tax-Saving Strategies to Review Before Year-End
Chief Planning Officer Jeffrey Levine will cover what you need to know and key year-end tax moves to consider.
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September 11, 2023
Focus Connects Quarterly Webinar: September 2023
Our thought leaders share their views on recession risks, the impact of higher interest rates and planning opportunities to consider before year-end.
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July 25, 2023
Preventing Identity Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances.
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May 02, 2023
Focus Connects Quarterly Webinar: April 2023
Our Quarterly Connects Webinar features Focus thought leaders’ perspectives on U.S. and global market performance, tax planning considerations, and other developments on the horizon that may have an impact on your financial plan.
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March 01, 2023
Social Security Benefits: 5 Things Married Couples Should Know
Social Security benefits are an important source of income for many couples. Unfortunately, the rules surrounding those benefits are incredibly complicated, making it difficult to determine who should claim what benefit when and how much the couple will actually receive.
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February 02, 2023
Focus Connects Quarterly Webinar: January 2023
The webinar covered last year’s market performance, the outlook for investment strategies in 2023 and planning changes brought on by SECURE Act 2.0.
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